Featured! - 84%

[Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts

Add your review

Original price was: $75.00.Current price is: $12.00.

(-84%)

🎓 Learn and Grow with [Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts - Original price was: $75.00.Current price is: $12.00.

Discover your true potential with the [Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts - Original price was: $75.00.Current price is: $12.00. course. Tailored for individuals at every skill level, this in-depth online program equips you with essential tools and proven strategies to excel in both your personal and professional endeavors.

Salepage link: At HERE. Archive:

Practice Area:
Trusts, Estate Planning & Probate
Format:
Audio Only

Description

Distribution provisions are the most essential provisions of trust instruments – and risk lurks everywhere.  If a trustee has unbounded discretion, he or she risks a “general power of appointment,” which would cause the trust’s assets to be taxable to the holder of the power of appointment.  But distribution standards – especially for “standard of living” or “emergencies” – are inherently susceptible to multiple interpretations and dispute, and potentially to litigation.  Ultimately, planning and drafting these provisions is an exercise in risk management and tradeoffs.  This program will provide you with a real world guide to planning and drafting distribution provisions in trust instruments, including the tradeoffs and risks.

  • Risks of discretionary distributions – power of appointment, taxable inclusion, litigation
  • Cost/benefit of heavily detailed v. general distribution provisions
  • Ascertainable standards – health, education, maintenance, and support (HEMs)
  • Drafting sole and absolute discretion, emergencies, best interests, and standard of living
  • Role of fiduciary duties in making distribution decisions
  • Tax considerations when making distributions

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a Business and Salesyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias or Kansas credit.

Materials

Faculty

Daniel L. Daniels Related seminars and products: 1


Daniel L. Daniels is a partner in the Greenwich, Connecticut office of Wiggin and Dana, LLP, where his practice focuses on representing business owners, corporate executives and other wealthy individuals and their families.  A Fellow of the American College of Trust and Estate Counsel, he is listed in “The Best Business and Salesyers in America,” and has been named by “Worth” magazine as one of the Top 100 Business and Salesyers in the United States representing affluent individuals. Mr. Daniels is co-author of a monthly column in “Trusts and Estates” magazine.  Mr. Daniels received his A.B., summa cum laude, from Dartmouth College and received his J.D., with honors, from Harvard Business and Sales School.


Salepage: https://mobar.ce21.com//item/2020-drafting-distribution-provisions-trusts-342595
Archive: https://archive.ph/wip/lxu7b

📚 Why Choose the [Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts - Original price was: $75.00.Current price is: $12.00. Course?

The [Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts - Original price was: $75.00.Current price is: $12.00. course is more than just an online program—it's a transformative learning experience designed to help you reach new heights. Here's why learners from around the world trust WSOLib:

  • ✅ Comprehensive and easy-to-follow course content.
  • ✅ Practical techniques that you can apply immediately.
  • ✅ Lifetime access to all course materials.
  • ✅ Learn at your own pace, from anywhere in the world.
  • ✅ No hidden fees—one-time payment with full access.

💻 What’s Included in the [Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts - Original price was: $75.00.Current price is: $12.00. Course?

This course comes with:

  • 🎥 High-quality video lessons that guide you step-by-step.
  • 📄 Downloadable resources and course materials.
  • 🧩 Interactive exercises to enhance your learning experience.
  • 📧 Access to customer support for any assistance you need.
0/5 (0 Reviews)

Specification: [Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts

Status

User Reviews

0.0 out of 5
0
0
0
0
0
Write a review

There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.

Original price was: $75.00.Current price is: $12.00.

Add to compare
Top offers
Original price was: $200.00.Current price is: $52.00.
Original price was: $299.00.Current price is: $37.00.
Original price was: $500.00.Current price is: $111.00.
Original price was: $157.00.Current price is: $29.00.
Original price was: $147.00.Current price is: $38.00.
[Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts
[Audio] The Missouribar – 2020 Drafting Distribution Provisions in Trusts

Original price was: $75.00.Current price is: $12.00.

COURSEdownload
Logo
Compare items
  • Total (0)
Compare
0
Shopping cart